+382.3%
APP vs ARKK
-33.4%
+415.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARKK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.8% | +4.9% | +4.7% |
| 7D | +0.3% | -4.7% | +5.0% | +4.7% |
| 30D | -1.3% | +3.1% | -4.4% | -5.0% |
| 3M | -36.2% | +13.8% | -50.0% | -43.8% |
| 6M | -34.1% | +14.0% | -48.1% | -42.5% |
| YTD | -53.3% | +8.0% | -61.3% | -56.4% |
| 1Y | -44.5% | +9.9% | -54.5% | -50.2% |
| 3Y | +646.7% | +90.2% | +556.5% | +299.3% |
| 5Y | +306.4% | -29.9% | +336.3% | +398.6% |
| All | +382.3% | -33.4% | +415.8% | +436.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ARKK.
Daily Out/Under-Performance
Portfolio return minus ARKK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARKK return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ARKK wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling